New: real-time bank account data show total blue-collar worker income across the U.S. fell 35% in the two weeks ended April 3. Source: @thesteadyapp While DoorDash & Uber Eats orders surge, people handling deliveries have seen average weekly incomes *drop* 13% because of too many drivers and reduction in bonuses prevalent before Covid-19. Translation: labor is cheaper.

Getting a LOT of feedback on this article today so figured I'd explain the genesis and main points... [thread] theinformation.com/articles/how-k… After Uber IPO, current/fmr employees & investors have obsessed over lots of what-ifs. What if Kalanick had saved his job? What if he'd listened to investor Bill Gurley about prepping for IPO? Would an earlier IPO have led to better outcomes? I sought consensus...

NEW: exclusive data on 🚕🚘Waymo🚖🚗 self-driving car performance in Phoenix. We just finished a big reporting effort… (1/6) ...And learned Waymo’s ops chief Rocky Garff (pictured) said privately that by end of 2019 Waymo wanted to be competitive with Uber/Lyft in Phoenix.

Exclusive: Waymo's "driverless" cars are no longer driverless. Company has put back a human "safety" driver behind the wheel of its most advanced vans: theinformation.com/articles/waymo… Remember the video last year about the first fully automated vehicles? During subsequent tests, a waymo test driver would be in the passenger/back seat. Now that has changed.

Just out: The truth about Waymo...
go.theinformation.com/4596b7125469ea… ...in suburban Phoenix starts here, at a T intersection at East Fairview St. and South 56 St., the closest one to Waymo’s vehicle depot in Chandler. Waymo’s vans sometimes have trouble finding a gap in traffic to turn left, frustrating people who say they get stuck behind them.